+255.7%
IOVA vs WCC
+66.8%
+188.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.9% |
| 7D | -2.2% | +6.8% | -9.0% | -3.4% |
| 30D | +31.7% | -3.0% | +34.7% | +32.5% |
| 3M | +117.3% | +0.2% | +117.1% | +115.9% |
| 6M | +55.8% | +33.2% | +22.7% | +43.0% |
| YTD | +208.8% | +45.8% | +163.0% | +176.5% |
| 1Y | +255.7% | +68.4% | +187.3% | +186.9% |
| All | +255.7% | +66.8% | +188.9% | +186.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WCC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling